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Fidelity D&D Bancorp
FDBC

59 hedge funds and large institutions have $61.6M invested in Fidelity D&D Bancorp in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

11% more funds holding

Funds holding: 53 → 59 (+6)

6% more capital invested

Capital invested by funds: $58.2M → $61.6M (+$3.36M)

1.48% more ownership

Funds ownership: 20.55% → 22.03% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.07M
2
JP Morgan Chase
JP Morgan Chase
New York
+$602K
3
BlackRock
BlackRock
New York
+$587K
4
Goldman Sachs
Goldman Sachs
New York
+$197K
5
State Street
State Street
Massachusetts
+$175K

Top Sellers

Rank Fund Capital Flow
1
JCM
Jacobi Capital Management
Pennsylvania
-$424K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$159K
3
Morgan Stanley
Morgan Stanley
New York
-$84.1K
4
Northern Trust
Northern Trust
Illinois
-$50K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$21K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$8K – – –
SCM
52
Sterling Capital Management
North Carolina
$7.47K +$7.24K +138 +920%
PFSC
53
Peoples Financial Services Corp
Pennsylvania
$7.12K – – –
VCM
54
Versant Capital Management
Arizona
$3.85K +$4.14K +79 New
GI
55
GAMMA Investing
California
$2.25K +$2.25K +43 +1,433%
CA
56
CoreCap Advisors
Michigan
$1.85K +$1.99K +38 New
RAM
57
Riggs Asset Management
Pennsylvania
$1.35K +$1.47K +28 New
SO
58
Sierra Ocean
California
$1.07K +$1.15K +22 New
IA
59
IFP Advisors
Florida
$49 +$52 +1 New
CPA
60
Capital Performance Advisors
California
– -$493 -10 Closed
1 2
3

FDBC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q4 2024, worth a combined $61.6M — up 5.8% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDBC positions and 1 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.07M. The largest seller was Jacobi Capital Management, cutting an estimated $424K.

  • 59 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $61.6M of Fidelity D&D Bancorp stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 7 funds opened new Fidelity D&D Bancorp positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Fidelity D&D Bancorp buyer in Q4 2024 was Vanguard Group, an estimated $1.07M added.
  • The largest Fidelity D&D Bancorp seller in Q4 2024 was Jacobi Capital Management, an estimated $424K sold.

Based on aggregated 13F filings for Q4 2024.